See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT2 years Service code 27 3100 VILLAGE PT · CHESTERTON, IN 463049695 | Advisory (Plan) | $18,688 |
Service code 12 · EIN 48-1205033 | Claims processing; Recordkeeping fees... | $2,625 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,243 | $58,083-58.3% | $80,019-69.7% | $56,287-56.9% |
| Participation rate | 77.7% | 73.6%+4.1pp | 75.8%+1.8pp | 69.9%+7.8pp |
| Annual return | 4.18% | 34.61%-30.4pp | 11.22%-7.0pp | -9.96%+14.1pp |
| Employer contribution / active EE | $1,204 | $1,932-37.7% | $2,468-51.2% | $2,111-43.0% |
| Participant deferral / active EE | $2,939 | $3,135-6.3% | $3,686-20.3% | $3,350-12.3% |
| Admin fee / account holder | $136 | $623-78.2% | $6,521-97.9% | $521-73.9% |